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Disclosery

LEMB ISHARES INC

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SHS (fund)

85 managers (85 13F filers) reported a position in LEMB shares at 2025-03-31, 4,888,984 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
85
13F filers
85
New
10
Added
33
Reduced
27
Sold out
6
Shares held by filers
4,888,984

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SCHRODER INVESTMENT MANAGEMENT GROUP742,010$27.7M0.03%+5,02313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp675,127$25.3M0.01%-33,19113F-HRTimelineGroup
Checchi Capital Advisers, LLC643,878$24.1M1.71%+22,45313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC274,746$10.3M<0.01%+112,81113F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV268,700$10.1M5.67%+9,58213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.176,692$6.62M<0.01%-1,14113F-HRTimelineGroup
UBS Group AGin group UBS Group AG164,025$6.14M<0.01%+12,58113F-HRTimelineGroup
Rehmann Capital Advisory Group154,742$5.8M0.36%-5,28713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA126,534$4.74M<0.01%-21,62013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/123,129$4.61M<0.01%-7,50813F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co94,532$3.54M0.01%+2,54613F-HRTimelineGroup
Private Wealth Advisors, LLC91,782$3.44M1.44%+1,08213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN90,842$3.4M<0.01%+2,66313F-HRTimelineGroup
Blue Edge Capital, LLC72,199$2.7M0.43%-6,10113F-HRTimeline
FOSTER & MOTLEY INC63,647$2.38M0.15%+13,69513F-HRTimeline
Leo Wealth, LLC61,706$2.31M0.33%-38,54613F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP59,100$2.21M1.2%+44,40013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.57,781$2.17M0.02%013F-HRTimeline
LAM GROUP, INC.54,625$2.05M1.51%+11,73513F-HRTimeline
Obsido Oy50,040$1.87M1.61%+95113F-HRTimeline
RWA WEALTH PARTNERS, LLC49,303$1.85M0.02%+23,77813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY48,247$1.81M<0.01%-51,72513F-HRTimelineGroup
Sanctuary Advisors, LLC47,309$1.77M0.01%+23213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,637$1.56M<0.01%+20,58013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,664$1.41M<0.01%+11,88613F-HRTimelineGroup
Nilsine Partners, LLC36,393$1.36M0.15%-4413F-HRTimeline
Bulltick Wealth Management, LLC32,495$1.22M0.32%+88013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,903$1.2M<0.01%-338,35513F-HR/ATimelineGroup
RHS Financial, LLC30,831$1.15M0.65%+2,49413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,139$1.13M<0.01%+23,27713F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich27,386$1.03M<0.01%+2,57013F-HR/ATimeline
Pictet North America Advisors SA25,853$968K0.1%-6,73913F-HRTimeline
NewEdge Advisors, LLC25,761$965K0.01%+96013F-HRTimeline
Endowment Wealth Management, Inc.24,563$920K0.59%+3,74613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,369$913K<0.01%-53613F-HRTimeline
Strategic Financial Planning, Inc.23,147$867K0.6%-65213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,460$766K<0.01%+3,33213F-HRTimelineGroup
Walkner Condon Financial Advisors LLC17,056$639K0.13%-44613F-HRTimeline
Union Bancaire Privee, UBP SA16,903$631K0.01%-4,00013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,723$626K<0.01%+50513F-HRTimelineGroup
Whitcomb & Hess, Inc.15,725$589K0.18%+36413F-HRTimeline
Tanager Wealth Management LLP15,424$578K0.08%-5,60413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,125$567K<0.01%new13F-HRTimelineGroup
LPL Financial LLC14,750$553K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.12,723$477K<0.01%+2,55913F-HRTimeline
Comprehensive Money Management Services…11,810$442K0.36%-10013F-HRTimeline
FMR LLCin group FMR LLC11,502$431K<0.01%+1,98013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC11,405$427K<0.01%-2,29313F-HR/ATimelineGroup
Fisher Asset Management, LLC9,872$370K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton9,114$341K0.09%-1,46513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,316$312K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers7,844$294K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,332$275K0.04%+40413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,053$264K0.01%+1613F-HRTimeline
COMERICA BANK7,017$263K<0.01%+18513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,944$260K<0.01%-10913F-HR/ATimelineGroup
Modera Wealth Management, LLC6,520$244K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA6,450$242K0.04%-1,85813F-HRTimeline
Trivium Point Advisory, LLC6,100$229K0.03%new13F-HRTimeline
Tortoise Investment Management, LLC5,750$215K0.02%013F-HR/ATimeline
MML INVESTORS SERVICES, LLC5,732$215K<0.01%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD5,550$208K0.19%013F-HRTimeline
Simplicity Wealth,LLC5,550$208K0.02%013F-HRTimeline
Financial Strategies Group, Inc.5,504$207K0.05%-237,06313F-HRTimeline
Hexagon Capital Partners LLC5,346$200K0.04%-513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,181$81.7K<0.01%+1,02313F-HRTimelineGroup
Parkside Financial Bank & Trust1,859$69.6K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,500$56.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC914$34.2K<0.01%-11613F-HRTimeline
Steward Partners Investment Advisory, L…872$32.7K<0.01%-1,60113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding851$30.7K-130,000Timeline
Red Tortoise LLC509$19.1K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC328$12.3K<0.01%-19413F-HRTimelineGroup
First Horizon Advisors, Inc.297$11.1K<0.01%new13F-HRTimeline
Kimelman & Baird, LLC275$10.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC269$10.1K<0.01%013F-HRTimeline
Front Row Advisors LLC150$5.62K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.133$4.98K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…132$4.95K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.124$4.64K<0.01%+1513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…66$2.47K<0.01%+1213F-HRTimelineGroup
CWM, LLCin group CWM, LLC57$2K<0.01%-3713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.17$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners13$487<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.